GEA
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Glen Eagle Advisors’s Sunoco SUN Stock Holding History

Glen Eagle Advisors’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.29K Sell
143
-710
-83% -$43.1K ﹤0.01% 685
2025
Q4 		$44.7K Buy
853
+710
+497% +$37.5K 0.01% 468
2025
Q3 		$7.15K Hold
143
– – ﹤0.01% 741
2025
Q2 		$7.66K Hold
143
– – ﹤0.01% 686
2025
Q1 		$8.3K Hold
143
– – ﹤0.01% 675
2024
Q4 		$7.36K Hold
143
– – ﹤0.01% 699
2024
Q3 		$7.68K Hold
143
– – ﹤0.01% 704
2024
Q2 		$8.09K Hold
143
– – ﹤0.01% 682
2024
Q1 		$8.62K Hold
143
– – ﹤0.01% 686
2023
Q4 		$8.57K Buy
143
+93
+186% +$4.95K ﹤0.01% 661
2023
Q3 		$2.45K Hold
50
– – ﹤0.01% 832
2023
Q2 		$2.18K Hold
50
– – ﹤0.01% 866
2023
Q1 		$2.19K Hold
50
– – ﹤0.01% 844
2022
Q4 		$2.15K Hold
50
– – ﹤0.01% 863
2022
Q3 		$1.95K Hold
50
– – ﹤0.01% 862
2022
Q2 		$1.86K Hold
50
– – ﹤0.01% 834
2022
Q1 		$2.04K Hold
50
– – ﹤0.01% 802
2021
Q4 		$2.04K Hold
50
– – ﹤0.01% 806
2021
Q3 		$1.87K Buy
+50
New +$1.86K ﹤0.01% 926
2017
Q1 		– Sell
-129
Closed -$3.46K – 566
2016
Q4 		$3.46K Buy
+129
New +$3.36K ﹤0.01% 469

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return